Money: How to Start Tracking Existing Investments in Money (142084)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q142084

SUMMARY

To start tracking investments in Money that you have held for several years, you can use one of two methods.

Method 1

In Money, enter the investment history for as long as you have held the investment.

Method 2

Pick a date to start tracking the investment and track history from that point forward.

MORE INFORMATION

Method 1 - Entering All Investment Data

The best option is to enter all of the transactions for your investments in your Investment Account. This way you can have a complete investment history and can accurately report capital gains and losses.
  1. If you do not have an Investment Account, create a new Investment Account. For more information about how to perform this task in Money, see your Money printed documentation or online Help.
  2. In your Investment Account, enter the first buy transaction and all subsequent activity for your investments. It is best to enter these transactions from your brokerage account records.

Method 2 - Entering Partial Investment Data

Use the appropriate method for your version of Money.

Money 99 and Later

In your Investment Account, enter an Add Shares transaction for the correct quantity of your current holdings. You may also enter price per share and total cost for the shares.

Money 5.0 and Money 98

In your Investment Account, enter an Add Shares transaction for the correct quantity of your current holdings.
Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbhowto KB142084
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